ANET vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
Oracle Corporation · Technology
$175.08
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
ORCL trades at a lower forward P/E
(30.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
ORCL |
| Current Price |
$172.62 |
$175.08 |
| Fair Value Estimate |
$193.98 |
$253.87 |
| Upside to Fair Value |
+12.4%
|
+45.0%
|
| Market Cap |
$217.4B |
$503.5B |
| Forward P/E |
61.8x
|
30.8x
|
| EV / EBITDA |
54.8x
|
21.4x
|
| Price / Sales |
24.1x
|
7.9x
|
| Price / FCF |
51.1x
|
-20.4x
|
| Revenue Growth YoY |
+28.9%
|
+21.7%
|
| Gross Margin |
64.1%
|
66.4%
|
| Operating Margin |
42.8%
|
30.8%
|
| Return on Equity |
31.0%
|
57.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks is a leading provider of software-driven cloud networking solutions focused on AI, cloud, and data center markets. The company benefits from durable competitive advantages including a highly experienced leadership team led by CEO Jayshree Ullal, who has driven growth from startup to a $100 billion market cap S&P 500 company. Arista's business quality is high, supported by strong r…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
Accumulation Zones
| Metric |
ANET |
ORCL |
| Zone Low |
$145.48 |
$190.40 |
| Zone High |
$164.88 |
$215.79 |
| In Buy Zone? |
No
|
Yes
|